Thomas M. Lynch
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
24
investments
4
positions
0
gifts
3
agreements
1
debts
4
reimbursements
0
income
0
spouse income
Named parties
- Northwestern University School of Law
- National Institute for Trial Advocacy
- Estate of deceased family member
- P. M. Mahoney Chapter (Rockford, IL) of the Federal Bar Association
- U.S. Department of Education
- Bankruptcy Judges
- Advocacy
- Notre Dame University } School of Law
As filed
Faegre BD Retirement Savings Plan (adm'd by Schwab):
Vanguard Target Retirement 2020 Fund — Int/Div
EdwardsWildman Ret. S.P. N/K/A Lock Lord Ret. Sav. Plan (Milliman)*
Invesco Stable Value Fund — Int/Div — with line 5)
Vanguard Fed. Money Market Fund — Int/Div
MML Income and Growth Portfolio Fund (Mass Mutual) — Int/Div — with line 7)
Vanguard Target Retirement 2020 Trust — Int/Div
Employee Savings Plan of Winston & Strawn, LLP (adm'd by Fidelity):
Fidelity MIP 11 Class Bond Fund — Int/Div
Winston & Strawn, LLP Retirement Plan:
Fidelity MIP 11 Class Bond Fund — Int/Div
Fidelity SEP IRA
Fidelity Cash Reserves — Interest
UBS Fmancial Services Inc Ind'l IRA (UBS#1)
Pace Int'l Equity Investments Class A Fund — Int/Div
UBS Fmancial Services Inc Ind'l IRA (UBS#2)
Invesco American Franchise Fund Class A — Int/Div
UBS Fmancial Services Inc. Investment Account (UBS#3).**
UBS Bank USA deposit account — Interest
Beverly Bank & Trust Co., N.A
deposit account 21 — Interest
Family Member Estate (see Part VIII, fn**).
AT&T common stock. (See Part VIII, fn**), — Int/Div
Fifth Third Bank / State of 111. treasurer frmr deposit accounts, ** — None
Adpunct Faculty (not compensated ), Northwestern University School of Law
Adpunct Faculty (not compensated), National Institute for Trial Advocacy
Executor (not compensated), Estate of deceased family member
Director (not compensated), P. M. Mahoney Chapter (Rockford, IL) of the Federal Bar Association
Agreement — 1989 — Wildman Harrold Retirement Plan (now know as Locke Lord LLP Retirement Savings Plan) (see Part VIII fn. *), no control,
Agreement — 1984 — Employee Savings Plan of Winston & Strawn LLP, no control
Agreement — 1984 — Winston & Strawn LLP Retirement Plan, no control
Liability — U.S. Department of Education — Student loan to family member
Reimbursement — Bankruptcy Judges — 10112007 — a — of the conference and moderate program for attys — HRN Shy Tae
Reimbursement — Advocacy — Midwest Trial Practtice program — Baiada 7 ulate abeiay ig J
Reimbursement — National Institute for Trial Advocacy — 152017 — Chicago — Teach at annual Midwest Deposition Skills program — Transportation (taxi fare)
Reimbursement — Notre Dame University } School of Law — 10/6/2017 to 10072017 — South Bend, IN — Teach at Intensive Trl Skills Short Course — Lodging (pad directly to hotel))
FN *. Re Part 11 ("Agreements"), and Part VII ("Investments and Trusts") lines 3 through 5: The Wildman Harold Retirement Savings Plan (later known as the
Edwards Wildman Retirement Savings Plan) managed by Mass Mutual Financial Group was reorganized and merged into the Locke Lord LLP Retirement
Savings Plan, managed by Milliman Benefits, in 2017. With the merger, my retirement funds that had been invested by the former plan in the Invesco Stable
Value Fund were rolled into the Vanguard Federal Money Market Fund. In addition, my remaining funds formerly invested in the Mass Mutual MML Income and
Growth Portfolio Fund were rolled into the Vanguard Target 2020 Retirement Fund. 1 was not involved and entirely passive in this reorganization and merger of
the former plan which resulted in this listing of these new assets (Vanguard Fed. MM and Vanguard Target Retirement 2020) as described. | realized no taxable
gain by this action.
FN ** Re Part VII (“Investments and Trusts") lines 22 through 24 (entries for “Estate”:
This is the estate of a deceased family member, The estate is in the process of closing and is attempring to locate, identify and recover any assets to which it may
have a claim, The estate has been informed that the deposit accounts(s) to which it may have 4 claim (the "Fifth Third Bank deposit account(s)") may have been
turned over to the State of Hlinois by the bunk. The estate is attempting to identify and recover any recoverable funds attributable to this'these account(s). The
value reported on line 24 represents the estate's best estimate of the possible value of the account(s) based on scattered and imcomplete mformation and does not
represent their actual value, if any. The estate is not aware of any related interest earned in 2017.
The estate also is attempting to ascertain the deceased's possible holdings, if any, in common stock of the former NYNEX Corp, US West Corp, Bell South Corp.
and SBC Corp. At this time, the estate is not aware whether in 2017 or thereafter it held/holds any interest in shares of such stock or interest in other stock other
than the common stock identified on line 23 of Part VIL.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.